Using attributes to populate values/information

A special feature you can use in the line items is our {{attributes}}. By using this feature, you can embed/populate values from the equipment/checklist and use them directly in the line items.

Take this example: At the checklist level, you have already specified the manufacturer name to be Mitsubishi. Within the line items, it's possible to use that value. For example, a line item could be: "Is the manufacturer: {{ Manufacturer }}?". That would be translated into "Is the manufacturer: Mitsubishi ?".

CxPlanner uses a smart feature to auto-detect and utilize the attributes. It can even derive them from multi-line text (see examples below).

Features

1. Getting all the data from a column (see manufacturer example below)
2. Getting partial data, e.g. looking up specific data (see voltage example below)
3. Transforming text to hyperline (format like: {{ link:www.cxplanner.com }})
4. Transforming text to file-preview (requires you to upload the file in the file-module on the project first, and then format like: {{ file:filename.pdf }})

Setting up the checklist to use attributes

In the screenshot below, we are using two attributes:

The data to populate

As seen in the screenshot below, we have a dedicated column for the manufacturer, and another column named "data" which contains a lot of information.

In the example here CxPlanner will first utilize the "Manufacturer" column, and after that it'll loop through the "Data" column and using the "Voltage" value - see below.

Importing the checklists

When you import the template, your attributes will automatically use the data.

Transforming external links and file shortcuts

Using the {{ file:FILENAME.pdf }} and {{ link:cxplanner.com }} will auto transform it into clickable links:

Updated on: 04/23/2025